Articles on: Manage Leads, Trials and Forms

Convert a Lead to a Student

The conversion of a Lead into a student can take place in the below steps.

From the Admin:
Navigate to the People menu, and click on Leads.
On the All Leads page, click on the Lead name you want to convert to a student.
Under the header Stage, in the drop-down options, click on Won and the Lead will be converted into a Student automatically.
You can also click on Actions on the top right of the screen, and select the Convert to Student option.
Then, an Edit personal information page will pop up, you can add/change the details of the student and click save.
The Lead is now a student!

Convert a lead to student

From the Student:
A Lead will also get converted into a student when the Lead will enroll in a class/batch, purchase a class/session, or a package. The student will then fill out all the necessary student information after signing in.

Updated on: 28/06/2023

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